IC
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IEQ Capital’s GraniteShares Gold Shares BAR Stock Holding History

IEQ Capital’s Portfolio BAR Stock Details BAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-30,228
Closed -$783K – 1621
2024
Q4 		$783K Sell
30,228
-9,630
-24% -$253K 0.01% 729
2024
Q3 		$1.04M Hold
39,858
– – 0.01% 538
2024
Q2 		$915K Hold
39,858
– – 0.01% 499
2024
Q1 		$875K Hold
39,858
– – 0.01% 492
2023
Q4 		$813K Hold
39,858
– – 0.01% 472
2023
Q3 		$729K Hold
39,858
– – 0.01% 469
2023
Q2 		$758K Hold
39,858
– – 0.02% 454
2023
Q1 		$778K Hold
39,858
– – 0.02% 452
2022
Q4 		$719K Hold
39,858
– – 0.02% 424
2022
Q3 		$656K Sell
39,858
-93,859
-70% -$1.61M 0.02% 469
2022
Q2 		$2.4M Buy
133,717
+37,227
+39% +$691K 0.07% 181
2022
Q1 		$1.85M Buy
+96,490
New +$1.8M 0.04% 221

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return